2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Small update
June 5, 2025, 9:10 p.m.
Real estate co trading at large discount
May 27, 2025, 9:45 p.m.
Testing OpenAI's o3 model against my own stock analysis
May 15, 2025, 6:40 p.m.
Cyclical stock at start up of a new supercycle
May 12, 2025, 3:21 p.m.
More thoughts on two stocks I own
April 13, 2025, 11:13 p.m.
4 quick ideas
April 9, 2025, 6:32 p.m.
Update #9
April 6, 2025, 10:05 p.m.
A few investing rules of thumb in a market Crash
April 5, 2025, 10:19 p.m.
The US will not be fine
April 4, 2025, 1:58 p.m.
Software co at 1.35x sales
April 1, 2025, 12:44 p.m.
More Watchlist candidates
March 18, 2025, 8:31 p.m.
5 stocks from my watchlist
March 10, 2025, 4:56 p.m.
Travel company at 6x PE
March 2, 2025, 11:06 p.m.
Update #8
Feb. 25, 2025, 1:28 a.m.
Quick idea
Feb. 19, 2025, 3:20 p.m.
DADA Nexus Take-Under
Feb. 16, 2025, 6:32 p.m.
Serica Energy
Feb. 12, 2025, 4:19 p.m.
Reviving two old ideas
Feb. 11, 2025, 8:18 p.m.
European healthcare service provider
Jan. 28, 2025, 12:49 p.m.
Update on most of my active ideas
Jan. 14, 2025, 7:01 p.m.
Closing 5 ideas
Jan. 13, 2025, 12:28 a.m.
A review of 2024
Jan. 7, 2025, 10:23 p.m.
Unidata
Jan. 2, 2025, 11:47 p.m.
Italian IT services compounder
Nov. 26, 2024, 1:47 p.m.
A biotech slow liquidation
Nov. 21, 2024, 9:52 p.m.